Practice Accountant
About Candidate
Education/Qualification
- Currently studying ACA
- AAT Level 4
- 2016 A Levels in Maths, Physics and Further Maths – Nelson and Colne College
- 2013 10 GCSEs achieved at grade A – C including Maths and English – Ribblesdale High School
Systems used
- Microsoft Word and Excel
- Sage Line 50
- Xero Cloud
- CCH Accounts
- CCH iXBR
- Alpha Tax
Career Summary
Current Employer – Accountancy Practice (Various roles from January 2021– Present)
Position – Senior Accountant
Dates – April 2024 – Present
Ownership and management of own client portfolio managing work from start to finish on several accounting areas including
- Working in a Team of 5 – Reporting to Senior Manager
- Review and presentation of year-end accounts for Ltd companies, LLPs, Partnerships and Sole traders
- Review and presentation of partnership, corporation and personal tax workings and returns to clients, explaining key areas of concern and reliefs available/claimed
- Preparation of monthly and quarterly management information from cloud accounting software
- Presentation of monthly and quarterly management to key stakeholders
- Dealing with HMRC enquiries for various Tax and VAT affairs – liaising with clients to prepare and submit relevant information to HMRC, in addition to liaising with HMRC to ensure smooth conclusion to investigations
- Management of more junior colleagues aiding in development areas via regular review of completed work
Position – Accountant
Dates – February 2023 – March 2024
- Reviewing work performed by junior colleagues as final reviewer and providing feedback for amendments/further work prior to holding client meetings
- Managing overall VAT preparation, review and submission on a monthly basis for multiple offices working with various teams to ensure deadlines adhered to
- Holding final accounts meetings with clients explaining complex accounting and tax areas, while noting areas of concern for further investigation and adjustment
- Assisting with complex areas of tax including international personal tax advice for Non-resident individuals, capital gains tax on property and business assets and corporation tax for small/ medium sized businesses
Position – Accountant
Dates – January 2021 – February 2023
- Preparing financial accounts (including audit and non-audit) for small, medium and large-sized businesses
- Reviewed work performed by junior colleagues prior to manager authorisation
- Prepared and submitted quarterly VAT returns
- Prepared management information, including analytical review of key performance indicators for small companies
- Held client meetings to present year end accounts, tax returns for companies and individuals, and management information
Previous Employer – Accountancy Practice
Position – Various Roles
Dates – October 2016 – December 2020
Position – Accounting Supervisor
Dates – September 2020 – December 2020
- Supervised junior colleagues in preparing financial accounts
- Reviewed work performed by junior colleagues prior to manager authorisation
- Co-ordinated timely completion of required work to ensure deadlines were met
Position – Accounting Team Assistant
Dates – October 2016 – September 2020
- Prepared financial accounts (including audit and non-audit) for small, medium, and large-sized businesses
- Prepared and submitted quarterly VAT returns
- Prepared corporation tax returns for small companies
- Prepared management information, including analytical review of key performance indicators for small companies
- Prepared consolidated financial statements for complex groups
- Management Accounts both monthly and quarterly for clients
- Developed strong inter-personal and communication skills through direct contact with clients and stakeholders
- Became proficient in using software such as: SAGE line 50, Xero Cloud Accounting, CCH Accounts Production, CCH iXBR and Alpha Tax
Previous Employer – Restaurant
Position – Bartender
Dates – November 2014 – July 2016
Previous Employer – Nightclub
Position – Glass Collector
Dates – January 2014 – November 2014
